News
Business Conditions Monthly June 2024
By Peter C. Earle In June 2024, all three of the AIER Business Conditions indicators maintained their levels from the…
Pinterest: Be Greedy When Others Are Fearful (NYSE:PINS)
Introduction & Investment Thesis I last covered Pinterest (NYSE:PINS) on June 13, where I reiterated my “buy” rating as it…
Equity Hot Topics: Concentration, Valuation And AI
By Melda Mergen, CFA, CAIA We sat down with Melda Mergen, Global Head of Equities, to talk about timely trends…
Celebrating 10 Years Of The S&P 500 Quality Index
By George Valantasis Launched on July 8, 2014, the S&P 500® Quality Index established a framework for identifying high quality…
Short Positioning Grows Across U.S. Treasuries
Uncertainty regarding the potential for a substantial interest rate cut by the Federal Reserve in September has driven borrowing in…
Miller Industries Is Starting To Pay Attention To Investors (NYSE:MLR)
Miller Industries (NYSE:MLR) might just be the easiest company in the world to understand. The company buys truck chassis manufactured…
EZCORP Stock: Continues To Outperform In Tough Environment (NASDAQ:EZPW)
EZCORP (NASDAQ:EZPW) has been one of my favorite ways to capitalize on my macroeconomic view of a weakening economy, especially…
FXI ETF: Large-Cap Chinese Stocks Are On A Slippery Slope (NYSEARCA:FXI)
Chinese stocks are under pressure, as the region has suffered from approximately $12 billion in net inflows since the start…